Yearly Returns

Overview

The yearly returns bar chart shows your portfolios’ annual returns.

The portfolios you’d like to see in the display are selected on the left, and the time period is selected at the top.

yearly returns

Chart

The chart helps compare portfolio performance over a specific year and quickly identify which portfolios performed better or worse.

You can also include a benchmark, enabling you to easily see how your portfolio yearly returns compare to a specific market index or another benchmark of your choice.

When you hover over a bar in the bar chart, a tooltip appears displaying detailed information for that specific bar.

Below the chart is the Portfolio Returns table, where each row displays a yearly return for each portfolio, the benchmark return for that year, and the performance comparison against the benchmark.

yearly returns


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Monthly Returns